Wealth Enhancement Trust Services
MSCI icon

Wealth Enhancement Trust Services’s MSCI MSCI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$73.3K Sell
136
-11
-7% -$6.29K 0.01% 399
2026
Q2 		$82.3K Buy
147
+11
+8% +$6.42K 0.01% 404
2026
Q1 		$73.3K Hold
136
– – 0.01% 400
2025
Q4 		$78K Buy
+136
New +$76.3K 0.01% 369

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Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Wealth Enhancement Trust Services's MSCI Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its MSCI (MSCI) stake by 7.5% in Q3 2026, selling an estimated $6.29K and leaving 136 shares worth $73.3K. The position accounts for 0.01% of the portfolio, ranked #399.

Wealth Enhancement Trust Services first reported a position in MSCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $82.3K in Q2 2026. 748 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Wealth Enhancement Trust Services held 136 shares of MSCI worth $73.3K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 11 MSCI shares in Q3 2026, an estimated $6.29K.
  • MSCI made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #399 holding.
  • Wealth Enhancement Trust Services first reported a position in MSCI in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's MSCI position peaked at $82.3K in Q2 2026.
  • 748 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.